Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide collection

114,361-114,420 of 319,975

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01
Slide 1
This is an activist investor letter from TCI to Sundar Pichai.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · Setup1 hit
02
The slide uses a combination of narrative text and a bar chart to argue for operational efficiency.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
03
The slide combines a bubble chart for compensation comparison and a bar chart for historical EBIT margins.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
04
This is a formal letter from TCI Fund Management to Alphabet's board.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · ResolutionLoop · Cost Of Inaction1 hit
01
Slide 1
This is a formal shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
02
This is a shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
03
This is the final page of a shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
04
This is a formal shareholder activist letter.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
05
This is a continuation of a list (starts at item 4).Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
06
This is the final page of a formal letter, including signature and contact footer.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 1 hit
01
Slide 1
This is a formal shareholder letter acting as a demand for ESG transparency.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
02
This is page 2 of a shareholder letter or policy document detailing ESG expectations and voting consequences.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
03
TCI likely refers to a specific investor coalition or initiative.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
01
Slide 1
The letter establishes TCI's investment philosophy regarding climate risk as a material financial factor.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · AttentionLoop · Voice Of Customer1 hit
02
This appears to be a page from a shareholder letter or ESG report.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
03
This is the final page of a shareholder letter, featuring signatures from Chris Hohn, Philip Green, and Sourav Choudhary.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · Action1 hit
04
The image provided is entirely blank/white.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor 1 hit
01
Slide 1
This is a formal activist investor letter.Cellnex Telecom, S.A. (CLNX) · Christopher Hohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
58
The slide uses negative percentage labels to emphasize the decline of specific brands.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
59
Uses a quote from 2012 to establish a pattern of behavior (contradiction).Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
60
Uses a call-and-response format to expose management's deflection.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
61
Uses a French proverb to emphasize the cyclical nature of the company's failure to improve.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
62
Uses a direct quote from an AdAge article to provide evidence of historical ad-load issues.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
63
Uses a cartoon character (SpongeBob) to illustrate the point about over-reliance on a single franchise.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
64
Uses a quote to frame the CEO's short-sightedness and follows with the negative outcome.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
65
Uses visual juxtaposition of the CEO with a private jet to reinforce the 'private plane' quote.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
66
Uses a visual timeline of show launch dates to contrast with the CEO start date.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
67
Uses a 'villain' framing by characterizing the company's performance as 'creatively bankrupt' and using a photo of a slimed celebrity to mock the brand.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
68
Uses headshots and career transition summaries to frame executive turnover as a negative signal.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
69
The slide uses a dialogue format to highlight the tension between a long-term partnership and deteriorating ratings/alternative content sources.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
70
Uses a red circle annotation to highlight the average price paid for buybacks.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
71
Uses an analogy to Kodak to frame Viacom's strategic failure.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
72
Uses a 'what-if' scenario to critique capital allocation strategy.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
73
The slide highlights that Viacom's leverage (3.0x) is higher than several peers, limiting its ability to perform share buybacks.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
74
Uses a comparison between Viacom and Disney to highlight management failure.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
75
Includes a quote from Rupert and Lachlan Murdoch and a line chart showing stock performance.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
76
The slide uses visual juxtaposition to criticize the executive's priorities.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
77
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
78
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
79
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
80
The slide uses a specific valuation argument based on EV/EBITDA multiples to justify the change in leadership.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
81
Includes a valuation upside callout at the bottom.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
82
Part of a multi-step activist plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
83
Uses a quote from Mario Gabelli to build credibility for the proposed strategic partnership.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
84
Includes a quote from Mario Gabelli and images of The Walking Dead and Josh Sapan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
85
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
86
The slide uses a before-after framing to justify cost-cutting measures.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
87
The slide uses a 'Step 8' framing, implying a multi-step strategic plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
88
This is part of a multi-step value creation plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
89
The chart bridges the current value to a potential total value through additive and subtractive components.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
90
Features a photo of a speaker at a podium with a 'HER' branding in the background.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
91
The table breaks down valuation by business segment (Domestic Cable, Paramount, Corporate) and adjustments for JVs, debt, and cash.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
92
The slide outlines assumptions and risks related to a valuation model, specifically mentioning Jefferies report, corporate overhead, tax implications, and control stock dynamics.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
93
Data sourced from ISS Report dated 03/16/15.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
94
The slide highlights the lack of independence among executive directors and committee composition.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
95
The table highlights significant disparities in share ownership and voting power between the Redstone family/executives and independent directors.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
96
Data source is ISS Report (03/16/15). Values are in $thousands.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
97
The slide shows a high concentration of ownership in Class A shares by a single individual.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
98
Data as of 31 Dec 2014, sourced from ISS Report.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
99
The chart shows the revenue size of peer companies relative to the target company (Viacom Inc.), categorized by whether they are ISS-selected, shared, or company-disclosed.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit